Kesler Norman & Wride’s iShares US Healthcare ETF IYH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-34,010
Closed -$2.04M 146
2021
Q4
$2.04M Sell
34,010
-3,275
-9% -$197K 0.43% 67
2021
Q3
$2.06M Sell
37,285
-4,270
-10% -$236K 0.48% 67
2021
Q2
$2.38M Sell
41,555
-98,210
-70% -$5.62M 0.55% 65
2021
Q1
$7.06M Sell
139,765
-1,585
-1% -$80K 1.75% 11
2020
Q4
$6.95M Buy
+141,350
New +$6.95M 1.94% 6